Life is a journey! And everyone’s is different and unique, but there is one constant: money. We believe that your journey should be purposeful, fulfilling, and successful. And at Fleming Investment Group, we guide you through life’s financial journey to make it more rewarding—literally.
First, we need to get to know you to understand where you've been, where you are now, and where you're headed. We will spend time asking you questions and listening carefully. Who's important to you? What are some of the places you dream of visiting? Where would you like to find yourself at the different stages of your financial journey? Then we look ahead and help you define what you want in your financial life. We create your own personal financial map, and together we will safely navigate the journey.
- Retirement Planning- Most of us look forward to retirement. Do you have a plan that will work?
- Investment Planning- We help make sure that your portfolio is built to accomplish your goals.
- Protection Planning- Our goal is to minimize the risk of financial losses associated with an unexpected death or injury.
- Estate Planning- We help you be sure that steps are taken to manage your propery in life and death.
- Tax Planning- We will develop tax plans that consider the impact of taxes on your income.